For the first time since 2019, WealthVest, a financial services marketing and wholesaling firm, was able to bring together its nearly 100 employees and four nationwide wholesaling teams for its in-person national sales meeting in Bozeman this May.

USAA Life Insurance Company, a leading financial services brand for military members and their families, and WealthVest, a field-based wholesaling firm, have announced a strategic relationship to distribute certain USAA Life annuity products to select banks and broker-dealers. The new relationship is the result of an extensive search by USAA Life for a wholesaling partner that could meet USAA Life’s exacting professional service and training standards.